Tru Independence Asset Management 2’s iShares New York Muni Bond ETF NYF Stock Holding History

Tru Independence Asset Management 2’s Portfolio NYF Stock Details NYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$455K	Buy	+8,498	New	+$451K	0.46%	43
2022 Q3	$502K	Sell	9,918 -398	-4%	-$20.9K	0.53%	31
2022 Q2	$543K	Sell	10,316 -772	-7%	-$40.8K	0.45%	32
2022 Q1	$605K	Buy	11,088 +5	+0%	+$281	0.35%	39
2021 Q4	$642K	Buy	11,083 +11	+0.1%	+$636	0.34%	56
2021 Q3	$641K	Sell	11,072 -262	-2%	-$15.3K	0.45%	47
2021 Q2	$662K	Sell	11,334 -151	-1%	-$8.79K	0.45%	47
2021 Q1	$663K	Buy	11,485 +104	+0.9%	+$6.04K	0.52%	49
2020 Q4	$663K	Buy	+11,381	New	+$656K	0.56%	42

Other funds holding NYF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tru Independence Asset Management 2's NYF Position: Q1 2023 in Review

Tru Independence Asset Management 2 opened a new position in iShares New York Muni Bond ETF (NYF) in Q1 2023: 8,498 shares worth $455K. The stake represents 0.46% of the portfolio and ranks #43 among its holdings. This is a return to the name: Tru Independence Asset Management 2 previously reported a position in NYF as recently as Q3 2022.

Tru Independence Asset Management 2 first reported a position in NYF in Q4 2020 and has held it in 9 quarters since. The position peaked at $663K in Q1 2021. 105 funds tracked by Wall St. Rank hold NYF as of Q1 2023.

Tru Independence Asset Management 2 held 8,498 shares of iShares New York Muni Bond ETF worth $455K as of Q1 2023.
iShares New York Muni Bond ETF was a new Tru Independence Asset Management 2 position in Q1 2023.
iShares New York Muni Bond ETF made up 0.46% of Tru Independence Asset Management 2's portfolio in Q1 2023, its #43 holding.
Tru Independence Asset Management 2 first reported a position in iShares New York Muni Bond ETF in Q4 2020 and has held it in 9 quarters since.
Tru Independence Asset Management 2's iShares New York Muni Bond ETF position peaked at $663K in Q1 2021.
105 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2023.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2023, filed 26 Apr 2023.